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DCSCX vs FTSDX
DCSCX vs FTSDX Comparison
Open Charts DCSCX vs FTSDX
Davis Balanced Fund C
Price$64.37
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets274.14M
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
DCSCX vs FTSDX Comparison Chart in %
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DCSCX vs. FTSDX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DCSCX is a Buy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. DCSCX (274M). FTSDX pays higher dividends than DCSCX: FTSDX (1.95) vs DCSCX (0.79). DCSCX was incepted earlier than FTSDX: DCSCX (28 years) vs FTSDX (22 years). DCSCX (1.97) is less costly to investors than FTSDX (1.17). FTSDX is a more actively managed with annual turnover of: 36.00 vs. DCSCX (20.00). FTSDX has a lower initial minimum investment than DCSCX: FTSDX (0) vs DCSCX (1000). FTSDX annual gain was more profitable for investors over the last year : 8.67 vs. DCSCX (8.05). DCSCX return over 5 years is better than : 75.57 vs. FTSDX (34.81).
| DCSCX | FTSDX | DCSCX / FTSDX | |
| Total Expense Ratio | 1.75 | 1.17 | 150% |
| Annual Report Gross Expense Ratio | 1.97 | 1.17 | 168% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 10.257 | 5.910 | 174% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 5.21B | 5% |
| Annual Yield % from dividends | 0.79 | 1.95 | 41% |
| Returns for 1 year | 8.05 | 8.67 | 93% |
| Returns for 3 years | 45.61 | 20.67 | 221% |
| Returns for 5 years | 75.57 | 34.81 | 217% |
| Returns for 10 years | 86.21 | 42.89 | 201% |
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